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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,669 | $72,486+8.5% | $87,103-9.7% | $72,976+7.8% |
| Participation rate | 88.4% | 72.8%+15.6pp | 76.9%+11.5pp | 69.5%+18.9pp |
| Annual return | 17.63% | 24.46%-6.8pp | 28.19%-10.6pp | 81.02%-63.4pp |
| Employer contribution / active EE | $1,086 | $1,894-42.7% | $2,521-56.9% | $2,440-55.5% |
| Participant deferral / active EE | $4,179 | $3,270+27.8% | $4,049+3.2% | $3,608+15.8% |
| Admin fee / account holder | $338 | $5,055-93.3% | $7,491-95.5% | $5,124-93.4% |